J2 Health is a cloud-based software solution that helps health organizations build effective, member-centric provider networks. With a small team and growing complexity across contracts and jurisdictions, J2 needed to streamline back-office operations without hiring an in-house finance team.

With Tabs powering contract-based billing and Anrok handling automated sales tax compliance, J2 built a scalable, integrated finance stack that supports growth, simplifies compliance, and ensures everything runs properly with minimal oversight.

From tax liability to automated efficiency

As J2 Health expanded, so did the complexity of its billing and tax workflows. The company has customers and contractors in over 15 states, and that number is constantly growing. So staying compliant across jurisdictions was critical to reduce audit and penalty risks. Customer contracts also varied widely: some have monthly, quarterly, or annual billing cadences, pricing was often determined based on a customer’s specific geography, and others used customized terms tailored to individual accounts.

With over $100,000 in unfiled tax obligations across multiple states, J2 Health faced significant compliance risks and operational inefficiencies. The company didn’t have an internal accounting team, and its manual processes were leaving too much room for human error, like missed filings and time-consuming reconciliations. Navigating each state’s portal individually was also unsustainable. J2 needed a solution that could automate billing based on complex contract logic, accurately calculate tax across jurisdictions, and integrate seamlessly with both QuickBooks and their fractional finance support team.